PipelineDeals Help Center

Email Sync Setup

The Email sync for Grow is easy to set up.

Sign in to PipelineDeals and in either the Home or Email tabs, click Sync my email. Select your email provider, Google or Microsoft Exchange. Your email must match the email you use to log in to your PipelineDeals account.

Next, you'll be asked by your email service provider to approve the connection. You will be prompted to log in to your email.

After you've approved the connection, your emails for the past 60 days will automatically be synced to PipelineDeals. This historical sync can take some time, and so while that is being completed, you'll see the message below:

Once this sync has been completed, the past 60 days of emails to and from your contacts in PipelineDeals will automatically be imported and associated to the appropriate person (based on email address).